Service to sales | Feature Requests

Service to sales

R E

I received a text message from our assistant saying that my personal vehicle was in the shop with an estimated trade in value. The CRM has linked service to sales and my profile in drive. I would love to be notified when one of my previous customers gets on of those texts so that i am able to great them in service and be able to talk to them about trading.

Shelby Parker

Thanks for posting this, R E — totally hear you on wanting a heads-up so you can catch those service visits and start the trade conversation at the right moment. Just to make sure we’re designing the notification the way you expect: should it fire only for customers you personally sold, or for anyone currently assigned to you in DriveCentric (leads/ownership rules, etc.)? And what should count as the trigger — the moment the service-to-sales trade-in text goes out, when the customer replies/engages, or when they actually arrive/check in for service? Lastly, when you get the alert, what info do you need it to include (just that it happened, or the customer + appointment details so you can quickly identify them and greet them in service)?